Lake Barrington, IL Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lake Barrington, IL has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $33,010,317 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33MSummed across loaded plans$33,010,317
Total reported assets$33M$33,010,317
Total reported participants463
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$33M total assets
Net assets$33MLiabilities$0
Contributions & income
Employer contributions$950K
Participant contributions$2.9M
Total income / additions$9.3M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.4M
Net increase / (decrease)$6.9M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Barrington, IL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Lake Barrington market comparison

Largest plan share of assets91%Ortho Molecular Products, Inc. 401(K) Plan
Participants per plan93Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Lake Barrington

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ortho Molecular Products, Inc. · 2023
  2. 2
    Marle Inc. · 2023
  3. 3
    Specialized Womens Wellness Center · 2023
  4. 4
    Sixpac Inc · 2023
  5. 5
    Maria Ejsbrenner, Dds, Pc · 2023

Related Form 5500 pages